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JWM

Jackson Wealth Management Portfolio holdings

AUM $972M
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.58M
3
+$3.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.17M
5
TSM icon
TSMC
TSM
+$2.8M

Top Sells

1
+$3.85M
2
+$3.34M
3
+$2.47M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.14M
5
NEE icon
NextEra Energy
NEE
+$1.81M

Sector Composition

1 Technology 26.41%
2 Financials 8.55%
3 Communication Services 3.89%
4 Industrials 2.87%
5 Healthcare 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.3M 6.93%
133,767
+1,345
2
$55.9M 5.59%
169,381
-626
3
$51.4M 5.14%
201,857
+2,120
4
$44.2M 4.42%
564,067
+60,671
5
$37.3M 3.73%
60,984
-22
6
$23.7M 2.37%
21,993
+175
7
$21.9M 2.19%
32,740
+18
8
$18.6M 1.86%
55,952
+1,055
9
$18.5M 1.85%
19,957
+401
10
$18.2M 1.82%
73,702
+274
11
$17.3M 1.73%
30,467
+413
12
$15.4M 1.54%
226,440
+4,982
13
$14.3M 1.43%
58,862
+15,151
14
$14.3M 1.43%
50,775
+3,059
15
$13.9M 1.39%
103,993
+1,734
16
$13.8M 1.38%
18,755
+322
17
$13.6M 1.36%
72,841
+727
18
$13.3M 1.33%
39,458
+503
19
$12.4M 1.24%
20,612
+317
20
$12.4M 1.24%
37,891
+174
21
$11.9M 1.19%
69,811
+11,314
22
$10.6M 1.06%
144,444
+941
23
$10.3M 1.03%
44,379
+928
24
$10.3M 1.02%
42,087
+527
25
$10.2M 1.02%
27,172
+251
1
2 3 4 5